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JPM.PRF.CL

JPMorgan Chase & Co. Called
JPM.PRF.CL

Delisted

JPM.PRF.CL was delisted on the 28th of February, 2020.

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12 hedge funds and large institutions have $16M invested in JPMorgan Chase & Co. Called in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $14.5M → $16M (+$1.54M)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

20% less funds holding

Funds holding: 15 → 12 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
12
Holders Change
-3
Holders Change %
-20%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCM
Shapiro Capital Management
Georgia
+$1.58M
2
MCM
Maryland Capital Management
Maryland
+$345K
3
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
+$118K
4
IAM
Integre Asset Management
New York
+$77.9K

Top Sellers

Rank Fund Capital Flow
1
RAM
Roanoke Asset Management
New Jersey
-$201K
2
PPA
Parametric Portfolio Associates
Washington
-$97.9K
3
SAM
Selway Asset Management
-$75.2K
4
RIG
Roosevelt Investment Group
New York
-$49.6K
5
IP
Intellectus Partners
California
-$45K
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1
Everett Harris & Co
California
$4.4M – – –
MCM
2
Maryland Capital Management
Maryland
$2.92M +$345K +12,845 +13%
RIG
3
Roosevelt Investment Group
New York
$2.41M -$49.6K -1,846 -2%
SAM
4
Selway Asset Management
$2.08M -$75.2K -2,800 -3%
SCM
5
Shapiro Capital Management
Georgia
$1.83M +$1.58M +58,800 +588%
WFMPM
6
Woodley Farra Manion Portfolio Management
Indiana
$1.06M +$118K +4,389 +12%
PPA
7
Parametric Portfolio Associates
Washington
$607K -$97.9K -3,645 -14%
AAM
8
AR Asset Management
California
$533K – – –
ECM
9
Estabrook Capital Management
New York
$86.6K – – –
IAM
10
Integre Asset Management
New York
$77K +$77.9K +2,900 New
SIM
11
Sonora Investment Management
Arizona
$8.87K – – –
EWM
12
Edge Wealth Management
New York
$6K – – –
RAM
13
Roanoke Asset Management
New Jersey
– -$201K -7,500 Closed
IP
14
Intellectus Partners
California
– -$45K -1,687 Closed
SFG
15
SevenBridge Financial Group
Pennsylvania
– -$27K -1,000 Closed
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
– -$9K -325 Closed

JPM.PRF.CL Hedge Fund Activity: Q4 2017 in Review

12 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase & Co. Called (JPM.PRF.CL) for Q4 2017, worth a combined $16M — up 11% from $14.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of JPM.PRF.CL and 1 opened new positions — a net loss of 3 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was Shapiro Capital Management, adding an estimated $1.58M. The largest seller was Roanoke Asset Management, exiting entirely with an estimated $201K sold.

  • 12 institutional investors held JPMorgan Chase & Co. Called (JPM.PRF.CL) as of Q4 2017, down from 15 in Q3 2017.
  • Funds reported $16M of JPMorgan Chase & Co. Called stock for Q4 2017, up 11% quarter-over-quarter.
  • 1 fund opened new JPMorgan Chase & Co. Called positions in Q4 2017 and 4 closed out, a net change of -3 holders.
  • The largest JPMorgan Chase & Co. Called buyer in Q4 2017 was Shapiro Capital Management, an estimated $1.58M added.
  • The largest JPMorgan Chase & Co. Called seller in Q4 2017 was Roanoke Asset Management, an estimated $201K sold.

Based on aggregated 13F filings for Q4 2017.